| TSFG, LLC | 1 | $0 | 0.00% | −30−96.8% | Reduced |
| AlphaMark Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 0 | $17 | 0.00% | 0 | New |
| Halpern Financial, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $379 | 0.00% | −1−20.0% | Reduced |
| Robbins Farley LLC | 5 | $470 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 6 | $564 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Country Trust Bank | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $1.03K | 0.00% | −1−8.3% | Reduced |
| Global Assets Advisory, LLC | 102,001 | $1.10K | 0.05% | +102,001 | New |
| Wolff Wiese Magana LLC | 13 | $1.22K | 0.00% | −51−79.7% | Reduced |
| Granite FO LLC | 17 | $1.41K | 0.00% | +17 | New |
| Tacita Capital Inc | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $1.50K | 0.00% | −88−84.6% | Reduced |
| TD Capital Management LLC | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $1.99K | 0.00% | −235−91.8% | Reduced |
| Bollard Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $2.26K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 25 | $2.31K | 0.00% | +1+4.2% | Added |
| Abich Financial Wealth Management LLC | 25 | $2.35K | 0.00% | +25 | New |
| Pineridge Advisors LLC | 26 | $2.44K | 0.00% | −325−92.6% | Reduced |
| FSA Wealth Management LLC | 28 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 30 | $2.82K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 30 | $2.82K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 37 | $3.48K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 38 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 39 | $3.67K | 0.00% | −3,094−98.8% | Reduced |
| PFS Partners, LLC | 39 | $3.71K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 40 | $4.00K | 0.00% | −3−7.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 45 | $4.23K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 46 | $4.32K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $4.42K | 0.00% | −1,200−96.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 48 | $4.51K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 49 | $4.61K | 0.00% | +49 | New |
| Activest Wealth Management | 50 | $4.69K | 0.00% | +5+11.1% | Added |
| Hoey Investments, Inc | 50 | $4.70K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 54 | $5.08K | 0.00% | −300−84.7% | Reduced |
| Cranbrook Wealth Management, LLC | 55 | $5.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $5.64K | 0.00% | −2−3.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 60 | $5.64K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 62 | $5.83K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 63 | $5.94K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 64 | $6.04K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 66 | $6.20K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 66 | $6.20K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 69 | $6.49K | 0.00% | −53−43.4% | Reduced |
| Delos Wealth Advisors, LLC | 70 | $6.58K | 0.01% | +64+1,066.7% | Added |
| Horizons Wealth Management | 61 | $6.62K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 71 | $6.67K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 73 | $6.86K | 0.00% | −2,501−97.2% | Reduced |
| Arcadia Investment Management Corp | 75 | $7.05K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 76 | $7.14K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 80 | $7.50K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 80 | $7.52K | 0.00% | +30+60.0% | Added |
| PayPay Securities Corp | 84 | $7.89K | 0.39% | +7+9.1% | Added |
| First PREMIER Bank | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 81 | $8.00K | 0.00% | +81 | New |
| Ogorek Anthony Joseph | 100 | $9.00K | 0.00% | +100 | New |
| Keener Financial Planning LLC | 89 | $9.00K | 0.01% | +89 | New |
| Rogco, LP | 98 | $9.21K | 0.00% | −20−16.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 100 | $9.40K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $9.40K | 0.00% | +100 | New |
| Clear Point Advisors Inc. | 101 | $9.49K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 105 | $9.89K | 0.01% | −12−10.3% | Reduced |
| Partnership Wealth Management, LLC | 106 | $9.96K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 112 | $10.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 114 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 115 | $10.8K | 0.00% | −4,796−97.7% | Reduced |
| Harvest Fund Management Co., Ltd | 114 | $11.0K | 0.00% | −3,166−96.5% | Reduced |
| Dunhill Financial, LLC | 117 | $11.0K | 0.01% | +17+17.0% | Added |
| Creekmur Asset Management LLC | 118 | $11.1K | 0.00% | +10+9.3% | Added |
| Tyler-Stone Wealth Management | 121 | $11.4K | 0.01% | −84−41.0% | Reduced |
| First Personal Financial Services | 121 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 125 | $11.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $11.7K | 0.00% | −1,524−92.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 125 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 135 | $12.7K | 0.01% | +135 | New |
| Bruce G. Allen Investments, LLC | 138 | $13.0K | 0.01% | −835−85.8% | Reduced |
| EnRich Financial Partners LLC | 139 | $13.1K | 0.00% | +139 | New |
| Aspect Partners, LLC | 143 | $13.4K | 0.01% | +15+11.7% | Added |
| Tower View Investment Management & Research LLC | 147 | $13.8K | 0.01% | +1+0.7% | Added |
| Redmont Wealth Advisors LLC | 148 | $13.9K | 0.02% | +148 | New |
| Carolina Wealth Advisors, LLC | 150 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 163 | $15.3K | 0.01% | +163 | New |
| Creative Financial Designs Inc | 164 | $15.5K | 0.00% | +34+26.2% | Added |
| Global Wealth Strategies & Associates | 165 | $15.5K | 0.01% | −10−5.7% | Reduced |
| Trust Co | 165 | $15.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 173 | $16.1K | 0.03% | −4,328−96.2% | Reduced |
| Main Street Group, LTD | 175 | $16.2K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 173 | $16.3K | 0.01% | +173 | New |
| Tucker Asset Management LLC | 178 | $16.7K | 0.00% | +120+206.9% | Added |
| TruNorth Capital Management, LLC | 185 | $17.4K | 0.01% | +185 | New |
| Voisard Asset Management Group, Inc. | 188 | $17.7K | 0.01% | −329−63.6% | Reduced |